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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451 | $160,028-99.7% | $147,080-99.7% | $145,884-99.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 11.42% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $7,107 | $5,286+34.5% | $4,933+44.1% | $4,662+52.4% |
| Participant deferral / active EE | $16,110 | $8,422+91.3% | $8,066+99.7% | $6,690+140.8% |
| Admin fee / account holder | $597,691 | $15,030+3876.7% | $12,989+4501.6% | $13,392+4363.1% |